Displaying 3267 results
New leader for Northwestern Mutual advisors amid CEO succession plans
John Roberts becomes executive vice president and chief distribution officer as Tim Gerend is promoted to president.
Commission-free annuity sales trend remains strong, says DPL founder
DPL's product line saw sales of more than $1 billion last year, more than doubling its 2022 total.
Prudential, Fidelity collaborate on new decumulation option for DC plans
The firms say that 100,000 people will benefit from the new product.
Annuity sales smash record set in 2022
Led by demand for fixed products, total annuity sales were up 23% last year, according to Limra.
Fintech launches annuities platform
Flourish aims to facilitate RIAs’ access to annuities.
When you should, or shouldn’t, recommend more protected lifetime income
Here are some of the key characteristics that may make some clients better candidates for such a solution than others.
Understanding the behavioral benefits of annuities
Financial professionals tend to emphasize the strong quantitative benefits annuities provide, yet it’s the emotional and behavioral benefits that often make them the ideal choice for consumers.
Can AI explain annuities better than a human advisor?
This AI product doesn't want to take your job, and it might make it easier.
Record number of pension-risk transfer contracts sold in Q3: Limra
The number of contracts sold in the third quarter marks a 39% increase from the prior year.
New annuity products don’t have ‘icky feeling of commission’
Some advisors are coming round to annuities but survey reveals majority seldom recommend them – and clients don't listen anyway.
Wealthy Americans say it’s harder than ever to build and protect wealth
New report from Chubb probes the millionaire mindset to find what matters to them.
Osaic nabs Lincoln Financial Advisors in latest purchase
The 1,450 financial advisors involved in the transaction oversee approximately $108 billion in assets.
DOL hearing parses intersection of ‘best interest’ and annuity sales
'It’s crystal clear for the prospective client that the insurance producer is selling,' says an insurance industry representative.
High-net-worth individuals and families have worrying gaps in their financial security
New report shows lack of protection for possessions, data and reputation.
Individual annuity sales to surpass $300B annually, says Limra
Sales will escalate in 2024 and 2025 according to a new forecast.
Most people value a financial advisor; the challenge is signing them up
Allianz study reveals substantial gap between aspiration and action.
‘Annuity Yoda’ sees an industry that could be more thoughtful
Tamiko Toland, a force in the annuities business, recently started a consulting firm.
DPL Financial Partners doubles annuity sales to $2B in little more than a year
Breakaway fiduciary practices have helped accelerate the firm's sales.
Most millennials value life insurance, but cost and confusion are holding them back
The generation appears split on some key components of life insurance.
Long-term care: An uncomfortable but necessary conversation
Insurance can be expensive, and clients should be aware of all options and how to use coverage when the time comes.